A complete list of active advisors currently associated with Revolve Wealth Partners, LLC

Warmer can help you find a great advisor at Revolve Wealth Partners, LLC or one who fits your needs even better.

Revolve Wealth Partners is a multi‑team registered investment adviser with roughly 13 advisors managing about $1.42 billion for individual, high‑net‑worth, trust, estate, retirement plan and business clients. The firm offers financial planning and consulting, discretionary and non‑discretionary investment and wealth management, retirement plan consulting, and access to independent managers and implementation services. Revolve typically constructs diversified, globally aware portfolios using mutual funds, ETFs, individual securities and third‑party managers, emphasizing periodic rebalancing and tax sensitivity while tailoring allocations to each client’s risk profile and goals. The firm also evaluates and, when appropriate for qualified investors, recommends private placements and alternative strategies, and it performs ongoing manager due diligence and portfolio monitoring. Distinctive features disclosed in the brochure include that certain supervised persons are separately licensed insurance agents who may receive commissions for insurance sales, a practice the firm discloses and addresses through its policies and Code of Ethics. Revolve has also added assisted access to the Vanilla estate‑planning platform for simpler matters, discloses principal investments in an options‑strategy provider (Syntheticfi), and assesses a separate administrative/due‑diligence fee for private placement investments.

To learn more about the advisors currently working at Revolve Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.